Estate Administration Attorney

Cody, Cody & McCarthy LLC•Quincy, MA

10h•$110,000 - $120,500•Hybrid

About The Position

We are a premier boutique estate planning firm in the Greater Boston area seeking an experienced Estate Administration Attorney to lead probate and trust settlement cases from start to finish. If you thrive in a fast-paced environment, value direct client impact, and excel at managing complex estate matters independently, we’d love to connect.

Requirements

Minimum of 3 years of dedicated experience in probate and trust settlement required.
Demonstrated experience with Massachusetts estate tax returns, Federal estate tax returns, and the transfer tax system.
Active bar admission in Massachusetts required
Juris Doctor (Required)

Nice To Haves

Drafting probate and trust documents.
Estate, trust, and individual income tax return preparation.
Estate and trust accounting background.
Candidates with significantly more experience in this area will also be considered.

Responsibilities

Independently manage estate administration, probate, and trust settlement cases from start to finish.
Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709).
Prepare, review, and submit necessary probate forms and court documents.
Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes.
Oversee ongoing trust administration cases, handling trust and estate accounting duties.
Serve as the primary point of contact for clients, courts, and third parties, leading client meetings independently while delivering exceptional service.

Benefits

401(k)
401(k) matching
Company parties
Competitive salary
Dental insurance
Health insurance
Paid time off
Choice of plans with firm contributions toward your coverage.
Retirement: 401(k) with a competitive employer match.
Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.